Portfolio (Quarterly)
Guide ↗
MinichMacGregor Wealth Management, LLC
· CIK 0001744318| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ORCL | ORACLE CORP | Technology | 1,185 | $231K | 0.04% | SOLD |
| 22 | NFLX | NETFLIX INC | Communication Services | 1,666 | $224K | 0.04% | SOLD |
| 23 | IAK | ISHARES TR | — | 1,539 | $210K | 0.04% | SOLD |
| 24 | TQQQ | PROSHARES TR | — | 3,960 | $209K | 0.04% | SOLD |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,039 | $201K | 0.04% | SOLD |
| 26 | OCCI | OFS CREDIT COMPANY INC | Financial Services | 11,635 | $56K | 0.01% | SOLD |
Sector Allocation
Financial Services
29.6%
Technology
20.8%
Industrials
16.8%
Consumer Cyclical
11.6%
Energy
8.7%
Communication Services
6.3%
Basic Materials
3.7%
Utilities
1.2%
Healthcare
1.0%
Consumer Defensive
0.4%